- Open Bid resources → Company specialties to create, rename, archive or restore company specialty names.
- Choose Materials or Subcontractors. Use Reassign specialties, or select rows and stage an Add, Remove or Replace specialty action.
- Use Review changes → Apply changes to save the resource assignments. Search and filters alone do not save changes.
Specialties organize resources without changing prices or costs. Labour's role/trade is separate. Archived specialties remain on existing resources; restore one before assigning it elsewhere. Reopen a reviewed-and-locked resource before changing its assignments.
Related: Bid-resource worksheet and review locks.